Core Insights - As indexes approach all-time highs, investors are seeking alternatives to traditional equities to mitigate uncertainty and volatility [1] - Income funds are highlighted as a viable option since they do not depend on earnings growth, unlike equities [1] - A hybrid investment strategy combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds [1] Investment Strategy - The strategy involves creating a balanced portfolio that includes high-quality dividend stocks and other income-generating assets [1] - This approach aims to provide a solid base for long-term growth and reliable income for bill-paying needs [1] - The total return from this hybrid system is reported to be on par with the S&P index [1]
DLY: Resilient But There May Be Additional Downside
Seeking Alphaยท2025-10-28 10:01